Analyst Notes

PEER1 data points on channel momentum, cloud uptake

August 30, 2013
Philbert Shih

PEER1 provided some insight into the growth of its channel program. ...

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ViaWest lands Cox Business as channel partner; building in Phoenix (update)

August 29, 2013
Philbert Shih

We followed up with ViaWest to get some additional information. ...

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Should the infrastructure industry be worried about its power consumption?

August 29, 2013
Daniel Beazer

The Digital Power Group has brought out a report called ‘Cloud Begins With Coal’ claiming that I...

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Overall: Factors driving growth in the middle of the market

August 28, 2013
Philbert Shih

There are a number of factors driving growth in the middle of the market – broadly defined here as...

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Europe: Developing willingness to outsource

August 28, 2013
Philbert Shih

Similar patterns seem to be at play in Europe with some of the larger hosters growing at slightly sl...

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Upside in the market: Opportunity to grow

August 28, 2013
Philbert Shih

Finally, not to be overlooked is the fact hosting still has a lot of runway left and this ensures ho...

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Regionalization: Hosting and colocation

August 28, 2013
Philbert Shih

Many of the smaller or mid-sized players are to a larger extent regional players – especially in t...

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Automation: Integral to the entire user experience

August 28, 2013
Philbert Shih

Automation has traditionally been a driver of operational efficiency on the back end. But automation...

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Investment and doubling down

August 28, 2013
Philbert Shih

The middle of the market has scaled up and started to invest. They have raised private equity capita...

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Cannibalization and colocation

August 28, 2013
Philbert Shih

Larger firms are more susceptible to cannibalization from cloud and virtual. ...

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The move up-market

August 28, 2013
Philbert Shih

Many hosters in the middle of the market have been moving up-market, shedding and/or de-emphasizing ...

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Simple math: Rackspace is not going to grow that easily

August 28, 2013
Philbert Shih

Most obviously, but worth reiterating, is the fact it is just a matter of simple math. Rackspace –...

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